HoldingsChannel.com
Prestige Wealth Management Group LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
WISDOMTREE TR 1,515,255 +99,261 $37,988
     USFR1,515,255+99,261$37,988
ISHARES TR (USMV) 203,758 +203,758 $12,578
     USMV203,758+203,758$12,578
COLGATE PALMOLIVE CO 150,649 -60 $10,797
     CL150,649-60$10,797
SPDR SER TR (SHM) 146,821 +1,506 $7,184
     SHM146,821+1,506$7,184
APPLE INC 21,589 -965 $4,273
     AAPL21,589-965$4,273
SCHWAB STRATEGIC TR 54,522 -5,992 $3,846
     SCHB54,522-5,992$3,846
SCHWAB STRATEGIC TR 50,888 +3,253 $3,572
     SCHX50,888+3,253$3,572
MERCK & CO INC 37,282 -643 $3,126
     MRK37,282-643$3,126
JOHNSON & JOHNSON 21,100 +2,177 $2,938
     JNJ21,100+2,177$2,938
EXXON MOBIL CORP 38,013 +60 $2,913
     XOM38,013+60$2,913
MICROSOFT CORP 21,683 +371 $2,905
     MSFT21,683+371$2,905
SPDR SER TR (LGLV) 23,774 +23,774 $2,560
     LGLV23,774+23,774$2,560
SCHWAB STRATEGIC TR 26,406 -1,273 $2,198
     SCHG26,406-1,273$2,198
SPDR SERIES TRUST (SPLG) 57,043 +8,082 $1,970
     SPLG57,043+8,082$1,970
SCHWAB STRATEGIC TR 32,982 -2,176 $1,852
     SCHV32,982-2,176$1,852
ISHARES TR (QUAL) 20,134 +1,923 $1,842
     QUAL20,134+1,923$1,842
AMAZON COM INC 896 +33 $1,697
     AMZN896+33$1,697
SPDR INDEX SHS FDS (CWI) 43,293 -10,901 $1,588
     CWI43,293-10,901$1,588
ISHARES TR (INTF) 53,740 +3,208 $1,411
     INTF53,740+3,208$1,411
SPDR SERIES TRUST (SPTM) 34,404 -5,008 $1,254
     SPTM34,404-5,008$1,254
SCHWAB STRATEGIC TR 20,557 -8,757 $1,174
     SCHM20,557-8,757$1,174
BANK AMER CORP 39,462 -6,995 $1,145
     BAC39,462-6,995$1,145
SCHWAB STRATEGIC TR 43,572 +6,262 $1,143
     SCHE43,572+6,262$1,143
PUBLIC SVC ENTERPRISE GROUP 19,018 +1,926 $1,119
     PEG19,018+1,926$1,119
SCHWAB STRATEGIC TR 34,350 +1,683 $1,102
     SCHF34,350+1,683$1,102
ISHARES TR (IWF) 6,254 -544 $984
     IWF6,254-544$984
JPMORGAN CHASE & CO 8,493 +1,408 $950
     JPM8,493+1,408$950
ISHARES INC (EMGF) 21,990 +412 $926
     EMGF21,990+412$926
AUTOMATIC DATA PROCESSING IN 5,470 -660 $904
     ADP5,470-660$904
ISHARES TR (IWP) 6,332 -1,536 $903
     IWP6,332-1,536$903
ADOBE INC 2,873 -328 $847
     ADBE2,873-328$847
WALMART INC 7,480 +1,549 $826
     WMT7,480+1,549$826
VISA INC 4,421 +248 $767
     V4,421+248$767
BRISTOL MYERS SQUIBB CO 16,865 +478 $764
     BMY16,865+478$764
PFIZER INC 17,437 -4,641 $756
     PFE17,437-4,641$756
SPDR SERIES TRUST (MDYV) 14,107 -6,065 $725
     MDYV14,107-6,065$725
SCHWAB STRATEGIC TR 25,434 -4,438 $709
     FNDF25,434-4,438$709
NETFLIX INC 1,893 UNCH $695
     NFLX1,893UNCH$695
CITIGROUP INC 9,807 +989 $687
     C9,807+989$687
ISHARES TR (IWB) 4,143 -875 $674
     IWB4,143-875$674
SPDR SERIES TRUST (MDYG) 12,135 -6,928 $659
     MDYG12,135-6,928$659
HOME DEPOT INC 3,153 UNCH $656
     HD3,153UNCH$656
MASTERCARD INCORPORATED 2,397 -498 $634
     MA2,397-498$634
DISNEY WALT CO 4,503 +2,758 $629
     DIS4,503+2,758$629
LOCKHEED MARTIN CORP 1,711 -155 $622
     LMT1,711-155$622
ALPHABET INC 564 +48 $611
     GOOGL564+48$611
AT&T INC 18,240 +11 $611
     T18,240+11$611
SPDR INDEX SHS FDS (SPDW) 20,353 +2,232 $602
     SPDW20,353+2,232$602
VANGUARD INTL EQUITY INDEX F (VEU) 11,782 -4,079 $601
     VEU11,782-4,079$601
ISHARES TR (SMLF) 14,201 -19,242 $572
     SMLF14,201-19,242$572

See Full List: All Stocks Held By Prestige Wealth Management Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Prestige Wealth Management Group LLC

Size ($ in 1000's)
At 06/30/2019: $165,342
At 03/31/2019: $162,802

Prestige Wealth Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Prestige Wealth Management Group LLC 13F filings. Link to 13F filings: SEC filings

Prestige Wealth Management Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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